The Analysis of Sarver Vrooman Wealth Advisors's Holdings
Currently, Sarver Vrooman Wealth Advisors holds 130 types of securities in its portfolio with a total value $155.6M. In the most recent quarter, they have increased their positions in IBDW (+29.3K shares, valued at $622.3K), IBDR (+15.0K shares, valued at $364.0K), IBDX (+11.3K shares, valued at $289.7K); decreased their positions in SCHD (-2.9K shares, valued at $79.9K), T (-926 shares, valued at $26.1K), AEE (-161 shares, valued at $16.8K); initiated new positions in IBCA (+10.1K shares, valued at $263.6K), IBDY (+10.0K shares, valued at $263.1K), IBMT (+1.2K shares, valued at $31.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IBDW ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE2.2M shares1.36%2025-09-302025-10-23
SCHD SCHWAB US DIVIDEND ETF EQUITY1.6M shares-0.18%2025-09-302025-10-23 IBDR ISHARES TR ETF IBONDS DEC 2026 TERM CORP1.8M shares0.85%2025-09-302025-10-23 DGRW WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND41.6K shares3.10%2025-09-302025-10-23 USMV ISHARES EDGE MSCI ETF MIN VOL USA ETF33.0K shares4.95%2025-09-302025-10-23 DBEF XTRACKERS MSCI EAFE ETF EQUITY66.6K shares4.78%2025-09-302025-10-23 BSMU INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF38.8K shares1.67%2025-09-302025-10-23 BSMR INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD35.8K shares1.65%2025-09-302025-10-23 AAPL APPLE INC2.6K shares0.00%2025-09-302025-10-23 IBDZ ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE20.6K shares113.21%2025-09-302025-10-23 IBDX ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE18.6K shares155.16%2025-09-302025-10-23 SPY SPDR S&P 500 TRUST ETF474 shares0.00%2025-09-302025-10-23 MSFT MICROSOFT CORP567 shares0.00%2025-09-302025-10-23 IBCA ISHARES TR ETF IBONDS DEC 2035 TERM CORP10.1K sharesnew addition2025-09-302025-10-23 IBDY ISHARES TR IBONDS ETF DEC 2033 TERM CORP10.0K sharesnew addition2025-09-302025-10-23 IBDU ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE11.0K shares5.39%2025-09-302025-10-23 WMT WALMART INC2.3K shares0.00%2025-09-302025-10-23 IBDS ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF9.7K shares-0.21%2025-09-302025-10-23 IBDT ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE9.0K shares5.46%2025-09-302025-10-23 IBDV ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF9.2K shares-0.41%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO580 shares0.00%2025-09-302025-10-23 XOM EXXON MOBIL CORP1.6K shares0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC SERIES B NEW314 shares0.00%2025-09-302025-10-23 SPMO INVESCO TR II ETF S&P 500 MOMENTUM1.2K shares0.00%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON582 shares0.00%2025-09-302025-10-23 MRK MERCK & CO INC NEW1.3K shares0.00%2025-09-302025-10-23 ORCL ORACLE CORPORATION374 shares0.00%2025-09-302025-10-23 AMGN AMGEN INC367 shares0.00%2025-09-302025-10-23 RCL ROYAL CARIBBEAN CRUISES LTD NORWAY303 shares0.00%2025-09-302025-10-23 BK BANK NEW YORK MELLON CORP893 shares0.00%2025-09-302025-10-23 BLK BLACKROCK INC COM NEW78 shares0.00%2025-09-302025-10-23 URI UNITED RENTALS INC95 shares0.00%2025-09-302025-10-23 STT STATE STR CORP725 shares0.00%2025-09-302025-10-23 DELL DELL TECHNOLOGIES INC CL C592 shares0.00%2025-09-302025-10-23 EXPE EXPEDIA INC389 shares0.00%2025-09-302025-10-23 JCI JOHNSON CTLS INTL PLC753 shares0.00%2025-09-302025-10-23 PHM PULTE GROUP INC624 shares0.00%2025-09-302025-10-23 GM GENERAL MOTORS CO1.3K shares0.00%2025-09-302025-10-23 ADP AUTOMATIC DATA PROCESSING272 shares0.00%2025-09-302025-10-23 COF CAPITAL ONE FINANCIAL CORP370 shares0.00%2025-09-302025-10-23 OKE ONEOK INC NEW1.1K shares0.00%2025-09-302025-10-23 MCD MCDONALDS CORP250 shares0.00%2025-09-302025-10-23 PNC PNC FINANCIAL SERVICES GROUP377 shares0.00%2025-09-302025-10-23 AXP AMERICAN EXPRESS COMPANY226 shares0.00%2025-09-302025-10-23 PSX PHILLIPS 66547 shares0.00%2025-09-302025-10-23 WM WASTE MGMT INC DEL326 shares0.00%2025-09-302025-10-23 QCOM QUALCOMM INC426 shares0.00%2025-09-302025-10-23 GILD GILEAD SCIENCES INC629 shares0.00%2025-09-302025-10-23 GD GENL DYNAMICS CORP203 shares0.00%2025-09-302025-10-23 MDT MEDTRONIC PLC714 shares0.00%2025-09-302025-10-23 MO ALTRIA GROUP INC1.0K shares0.00%2025-09-302025-10-23 AFG AMERICAN FINL GROUP INC OHIO463 shares0.00%2025-09-302025-10-23 EXEL EXELIXIS INC1.6K shares0.00%2025-09-302025-10-23 INTU INTUIT INC98 shares0.00%2025-09-302025-10-23 HIG HARTFORD INSURANCE GROUP INC501 shares0.00%2025-09-302025-10-23 FDX FEDEX CORPORATION282 shares0.00%2025-09-302025-10-23 PEP PEPSICO INCORPORATED473 shares0.00%2025-09-302025-10-23 WRB BERKLEY W R CORPORATION864 shares0.00%2025-09-302025-10-23 CTVA CORTEVA INC978 shares0.00%2025-09-302025-10-23 TRV TRAVELERS COS INC/ THE234 shares0.00%2025-09-302025-10-23 BSCT INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD3.4K shares0.00%2025-09-302025-10-23 BSCS INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP3.1K shares0.00%2025-09-302025-10-23 BSCR INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP3.2K shares0.00%2025-09-302025-10-23 BSCQ INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 20263.2K shares0.00%2025-09-302025-10-23 RNR RENAISSANCE RE HOLDING LTD246 shares0.00%2025-09-302025-10-23 MCK MCKESSON CORPORATION80 shares0.00%2025-09-302025-10-23 APO APOLLO GLOBAL MGMT INC NEW462 shares0.00%2025-09-302025-10-23 BSCU INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD3.6K shares0.00%2025-09-302025-10-23 ITW ILLINOIS TOOL WORKS INC232 shares0.00%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW COM65 shares0.00%2025-09-302025-10-23 BSCP INVESCO EXCHANGE ETF SELF BULLETSHARES 2025 CORPRORATE BD2.9K shares0.00%2025-09-302025-10-23 ZBH ZIMMER BIOMET HOLDINGS INC602 shares0.00%2025-09-302025-10-23 HON HONEYWELL INTERNATIONAL INC275 shares0.00%2025-09-302025-10-23 CB CHUBB LTD204 shares0.00%2025-09-302025-10-23 CSCO CISCO SYSTEMS INC833 shares0.00%2025-09-302025-10-23 DE DEERE & CO124 shares0.00%2025-09-302025-10-23 MMC MARSH AND MC LENNAN COMPANIES INC269 shares0.00%2025-09-302025-10-23 CHKP CHECK POINT SOFTWARE TECH LTD262 shares0.00%2025-09-302025-10-23 CMCSA COMCAST CORP NEW CL A1.7K shares0.00%2025-09-302025-10-23 CPAY CORPAY INC INC187 shares0.00%2025-09-302025-10-23 TMUS T-MOBILE US INC225 shares0.00%2025-09-302025-10-23 BMY BRISTOL MYERS SQUIBB CO1.2K shares0.00%2025-09-302025-10-23 AZO AUTOZONE INC12 shares0.00%2025-09-302025-10-23 CVX CHEVRON CORPORATION331 shares0.00%2025-09-302025-10-23 NEE NEXTERA ENERGY INC661 shares0.00%2025-09-302025-10-23 SPHQ INVESCO TR ETF S&P 500 QUALITY678 shares2.42%2025-09-302025-10-23 DOV DOVER CORP COMMON291 shares0.00%2025-09-302025-10-23 BAC BANK OF AMERICA CORP937 shares0.00%2025-09-302025-10-23 PG PROCTER & GAMBLE CO313 shares0.00%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP95 shares0.00%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHINE CORP157 shares0.00%2025-09-302025-10-23 GE GE AEROSPACE NEW147 shares0.00%2025-09-302025-10-23 DGX QUEST DIAGNOSTICS INC219 shares0.00%2025-09-302025-10-23 XMHQ INVESCO S&P MIDCAP ETF QUALITY361 shares1.69%2025-09-302025-10-23 FI FISERV INC275 shares0.00%2025-09-302025-10-23 HD HOME DEPOT INC85 shares0.00%2025-09-302025-10-23 GPC GENUINE PARTS CO COM239 shares0.00%2025-09-302025-10-23 IBMT ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD1.2K sharesnew addition2025-09-302025-10-23 IBMS ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD1.2K sharesnew addition2025-09-302025-10-23 SW SMURFIT WESTROCK PLC SHS712 shares0.00%2025-09-302025-10-23 ENB ENBRIDGE INC586 shares0.00%2025-09-302025-10-23 BSJS INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND1.3K shares0.00%2025-09-302025-10-23 BSJQ INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD1.2K shares0.00%2025-09-302025-10-23 AEE AMEREN CORP260 shares-38.24%2025-09-302025-10-23 T AT & T INC926 shares-50.00%2025-09-302025-10-23 AEP AMERICAN ELECTRIC POWER INC229 shares0.00%2025-09-302025-10-23 TGT TARGET CORP185 shares0.00%2025-09-302025-10-23 BSJR INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP645 shares0.00%2025-09-302025-10-23 NB NIOCORP DEVS LTD COM NEW2.2K sharesnew addition2025-09-302025-10-23 NOBL PROSHARES S&P 500 ETF DIVIDEND A140 shares0.00%2025-09-302025-10-23 BSJP INVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BD622 shares0.00%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS COM259 shares-50.00%2025-09-302025-10-23 CWB SPDR BLOOMBERG ETF CONVERTIBLE SECURITIES ETF116 shares0.87%2025-09-302025-10-23 SDY SPDR S&P DIVIDEND ETF64 shares1.59%2025-09-302025-10-23 MGC VANGUARD MEGA CAP ETF22 shares0.00%2025-09-302025-10-23 WBD WARNER BROS DISCOVERY INC SER A224 shares-50.00%2025-09-302025-10-23 MSLC MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY79 shares0.00%2025-09-302025-10-23 AOR ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION33 shares0.00%2025-09-302025-10-23 LINK INTERLINK ELECTRONICS INC150 shares0.00%2025-09-302025-10-23 KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS15 shares0.00%2025-09-302025-10-23 MSSM MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY24 shares0.00%2025-09-302025-10-23 SOFI SOFI TECHNOLOGIES INC40 shares0.00%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC9 shares0.00%2025-09-302025-10-23 KGC KINROSS GOLD CORP (NEW) NO PAR20 shares0.00%2025-09-302025-10-23 WFC WELLS FARGO & CO NEW5 shares0.00%2025-09-302025-10-23 DKNG DRAFTKINGS INC NEW CL A10 shares0.00%2025-09-302025-10-23 GXC SPDR S&P CHINA ETF3 shares0.00%2025-09-302025-10-23 KR KROGER COMPANY COMMON3 shares0.00%2025-09-302025-10-23 VGK VANGUARD FTSE ETF EUROPEAN1 shares0.00%2025-09-302025-10-23 ULY URGENT.LY INC NEW1 shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available